Financial Solutions Advisor

Bank of America

. Obtain Securities Industry Essentials (SIE), Series 7 and Series 66 licenses through dedicated classes and structured study .

Posted 10/6/2026full-timeAmarillo • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and financial advisory services, with a strong focus on obtaining necessary industry licenses and delivering tailored financial solutions. Proficient in collaborating with banking and investment partners to meet client needs in a fast-paced environment.

Highest-signal resume keywords

Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseClient Relationship ManagementFinancial Advisory Services

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial SolutionsClient Needs AssessmentInvestment StrategiesConsultative ApproachTime Management

Soft Skills

Effective CommunicationCollaborationResults-Driven MindsetSelf-DisciplineAdaptability

Certifications & Qualifications

SIESeries 7Series 66SAFE Act Registration

Industry Keywords

Financial ServicesClient ReviewsBanking SolutionsSmall Business OwnersHigher-Net-Worth Clients

About the role

Key responsibilities & impact

Obtain Securities Industry Essentials (SIE), Series 7 and Series 66 licenses through dedicated classes and structured study
Learn foundational advisor skills, including acquiring, building and managing client relationships
Consider clients’ complex financial pictures and guide them with advice and solutions
Deliver Bank of America’s core banking, investment solutions and client-care approach in a financial center
Grow business knowledge using a defined consultative approach to identify client needs and appropriate solutions
Build a network with banking customers, small business owners and higher-net-worth clients
Provide end-to-end comprehensive advice and deliver client reviews and presentations
Recommend strategies to help clients achieve financial goals and life priorities
Collaborate with banking and investment partners
Connect clients with Bank of America and Merrill solutions
Train at one financial center and potentially begin in a phone-based capacity until a permanent financial center location is determined

Requirements

What you’ll need

Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
Aptitude in obtaining required industry licenses
Must be self-disciplined in managing time and capacity
Experience in cultivating client relationships, assessing needs and recommending solutions
Success creating strong peer relationships through effective communication and collaboration
Results-driven mindset while prioritizing clients’ interests in a complex, fast-paced environment
Ability to execute multiple tasks simultaneously
Ability to learn and adapt to new technology or applications
Must obtain SIE within 30 days of being hired
Must obtain Series 7 and Series 66 within 120 days; Series 63 and 65 accepted in lieu of Series 66
Subject to SAFE Act registration requirements, background check and registration process
Must maintain SAFE Act registration in good standing
Monday–Friday schedule and rotating Saturdays
Ability to work 40 hours per week
Spanish speaking is a desired qualification
Bachelor’s degree and/or minimum of one year of financial services industry or sales experience is desired

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
World-class training and onboarding programs
Training and one-on-one coaching from Academy managers
Dedicated personalized classes and study time for SIE, Series 7 and Series 66 licenses
Dedicated programs, tools, and resources throughout the career journey